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Clarify Naming in Windchill Menu's for Check Out and Check Out to Workpace

Clarify Naming in Windchill Menu's for Check Out and Check Out to Workpace

This idea is to update naming in the menu's so it is clear what the user can select for checking out cad objects from any part of the UI and it should be consistent. Many solutions to this issue.  Either rename the menu pick so it is clear or hide the option if it is not applicable to the object being selected.  PTC's workaround from case C13196201 is to customize Windchill to change the name in the menu which means we need to manage it in every upgrade going forward.  We are 100% confident that every customer checking out files from Windchill has unsatisfied user's because check out function is not consistent across the UI between Windchill and Workspaces.  

FAILURE MODE - RMB Menu and select Check Out from search results table - You get the error as shown in Second window.  The user has a 50/50 chance of making the right selection here.

check-out-cad-object.jpgcheck-out-cad-object-a.jpg

Another area in Windchill where the user has a 50/50% of getting the above error.

check-out-cad-object-from-folder.jpg

Below shows the functions behind the names of the menu...you can see that the same name has different functions.  This causes confusion for the user.

case13196201-a.jpg

case13196201-b.jpg

1 Comment
Regular Member

I would also suggest that PTC add some consistency around the terminology used between PDM and Projects, because that can be confusing for users of both.

     Add to Project

     Convert Share to PDM Checkout

     Undo PDM Checkout

     Send to PDM

     Remove Share

     Convert to Share

     Update

     Update Selected Shares

This is in addition to the standard Check Out, Check In, and Undo Checkout (for Project Workspaces)

I would prefer the PDM/Project "boundary" to be governed by more "coordinated" actions like:

     Add to Project - Remove from Project

     Check Out from PDM - Check In to PDM - Undo PDM Check Out

     Update Share - Update Selected Shares - Update PDM Check Out Object to Latest Share

And for those using both PDM and Projects, add clarity to the standard operations as well:

     Check Out to WS - Check In to WS - Undo WS Check Out